Gradient Investments’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,450
Closed -$43K 1216
2018
Q1
$43K Hold
1,450
﹤0.01% 364
2017
Q4
$44K Buy
+1,450
New +$44K ﹤0.01% 368